SWC
Spectrum Wealth Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.99M | Buy |
142,657
+18
| +0% | +$503 | 0.48% | 51 |
|
|
2024
Q4 | $3.9M | Buy |
142,639
+95,621
| +203% | +$2.61M | 0.46% | 55 |
|
|
2024
Q3 | $3.97M | Buy |
47,018
+3
| +0% | +$254 | 0.47% | 54 |
|
|
2024
Q2 | $3.66M | Hold |
47,015
| – | – | 0.46% | 51 |
|
|
2024
Q1 | $3.79M | Buy |
47,015
+1
| +0% | +$81 | 0.46% | 52 |
|
|
2023
Q4 | $3.58M | Buy |
+47,014
| New | +$3.58M | 0.5% | 56 |
|